STEVE URVAN FOUNDATION FOR PHILANTHROPIC PURSUITS INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEVE URVAN FOUNDATION FOR PHILANTHROPIC PURSUITS INC (EIN 46-4365147)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-24
- IRS object ID
- 202532679349100418
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-24T14:06:10-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 NORTH ASHLEY DRIVE SUITE 700 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464365147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE URVAN FOUNDATION FOR PHILANTHROPIC | BusinessNameLine1Txt |
| Business Name Line2 | PURSUITS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 7703961100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 386 | AddressLine1Txt |
| City | KENNESAW | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE URVAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7703961100 | PhoneNum |
| Signature | 2025-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LATOSHA L WILLIAMS CPA | PreparerPersonNm |
| PTIN | P01400636 | PTIN |
| Phone | 8132292321 | PhoneNum |
| Preparation | 2025-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $463,948 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $260,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,485 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,978 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $124 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $124 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,020 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,020 | AccountingFeesChrtblPrpsAmt |
| Occupancy Rev And Expnss | $5,627 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,627 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,449 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $382,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $352,304 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $457,499 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $404,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $463,948 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $404,116 | RetainedEarningBOYAmt |
| Retained Earning EOY | $358,753 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,116 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $358,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $404,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $358,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,116 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $358,753 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $358,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $260,189 | GrossSalesPriceAmt |
| Cost Or Other Basis | $249,704 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,485 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,485 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,485 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $180 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $180 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $180 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WARREN AVERETT LLC | IndividualWithBooksNm |
| Phone | 7703961100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 CONCOURSE PARKWAY SUITE 600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVE URVAN | ||||||||
| 7491 N FEDERAL HWY SUITE C5 PMB 379 | BOCA RATON | FL | 334871658 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN LOKEY | ||||||||
| PO BOX 386 | KENNESAW | GA | 30156 | TREASURER | 1.00 | $0 | $0 | $0 |
| KIM VERSKA | ||||||||
| 710 TROWGATE COURT | ATLANTA | GA | 30350 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $440,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $450,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $450,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $443,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,175 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,175 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $180 | TotalTaxAmt |
| Distributable Before Adj | $21,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,291 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,291 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,028 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,117 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,733 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $209,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,291 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,296 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $245,376 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $68,028 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $177,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,117 | ExcessFromYear4Amt |
| Excess From Year3 | $29,733 | ExcessFromYear3Amt |
| Excess From Year2 | $34,167 | ExcessFromYear2Amt |
| Excess From Year1 | $32,035 | ExcessFromYear1Amt |
| Excess From Current Year | $36,296 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER-THARPE FUND | |||||||
| 150 BOBBY DODD WAY NW | ATLANTA | GA | 303320455 | N/A | 501(C)(3) | TO SUPPORT STUDENT-ATHLETES | $3,000 |
| AMERICAN CANCER SOCIETY RELAY FOR LIFE | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | 501(C)(3) | GENERAL CONTRIBUTION | $2,000 |
| CHARLES-SMITHGALL HUMANE SOCIETY | |||||||
| 4823 HWY 75N | SAUTEE NACOOCHEE | GA | 30571 | N/A | 501(C)(3) | TO SHELTER AND FIND SAFE HOMES FOR UNWANTED, NEGLECTED, ABANDONED AND ABUSED ANIMALS; TO REDUCE PET OVERPOPULATION, CRUELTY AND NEGLECT; TO TEACH AND ENCOURAGE RESPONSIBLE PET OWNERSHIP; AND TO ADVOCATE ANIMAL WELFARE. | $2,500 |
| EAGLE RANCH | |||||||
| 5500 UNION CHURCH RD | FLOWERY BRANCH | GA | 30542 | N/A | 501(C)(3) | TO MAKE LIFE BETTER FOR CHILDREN & THEIR FAMILIES, POSITIVELY IMPACTING COMMUNITIES FOR GOD | $10,000 |
| EDMONDSON TELFORD CENTER FOR CHILDREN | |||||||
| 603 WASHINGTON ST SW | GAINESVILLE | GA | 30501 | N/A | 501(C)(3) | TO REDUCE THE SECONDARY TRAUMA ASSOCIATED WITH CHILD ABUSE | $7,210 |
| LAKEVIEW ATHLETIC CLUB SCHOLARSHIP FOUNDATION | |||||||
| 28400 RUEHLE ST | ST CLR SHORES | MI | 48081 | N/A | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| MUSTANG AND WILD HORSE RESCUE OF GEORGIA | |||||||
| 245 SETTINDOWN COURT | ROSWELL | GA | 30075 | N/A | 501(C)(3) | TO PROVIDE A PROGRAM FOR WILD HORSES | $2,500 |
| WHITE COUNTY SCHOOL SYSTEM | |||||||
| 136 WARRIORS PATH | CLEVELAND | GA | 30528 | N/A | 501(C)(3) | TO PROVIDE TOOLS TO HELP STUDENTS THRIVE | $500 |
| WHITE COUNTY UNITED WAY | |||||||
| HELEN HWY | CLEVELAND | GA | 30528 | N/A | 501(C)(3) | TO PROVIDE A WIDE RANGE OF HUMAN SERVICES DIRECTLY TO THE RESIDENTS OF WHITE COUNTY | $15,000 |
| NORTHSIDE HOSPITAL BREAST CANCER FUND | |||||||
| 1000 MEDICAL CENTER BLVD | LAWRENCEVILLE | GA | 30046 | N/A | 501(C)(3) | TO SUPPORT UNINSURED WOMEN WITH BREAST CANCER | $2,505 |
| MOUNT YONAH ELEMENTARY SCHOOL | |||||||
| 1161 DUNCAN RD | SAUTEE NACOOCHEE | GA | 30571 | N/A | 501(C)(3) | SUPPORT OF PROGRAMS | $305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,520 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,485 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,978 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,040 | Amt |
| Net Investment Income | $2,020 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,020 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEVADA DOES NOT REQUIRE PRIVATE FOUNDATIONS TO FILE THE FORM 990-PF WITH THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BALENTINE INVESTMENTS | StockNm |
| EOY Book Value | $352,304 | EOYBookValueAmt |
| EOYFMV | $457,499 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $124 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $124 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments